-0.8%
TOST vs AMIX
-92.3%
+91.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.0% | +8.5% | +5.5% |
| 7D | +10.7% | -25.1% | +35.9% | +11.0% |
| 30D | +17.7% | -54.5% | +72.3% | +18.5% |
| 3M | +4.6% | -91.7% | +96.4% | +6.5% |
| 6M | +20.3% | -79.4% | +99.7% | +20.9% |
| YTD | -0.4% | -86.1% | +85.7% | -0.7% |
| 1Y | -0.8% | -91.6% | +90.8% | -2.0% |
| All | -0.8% | -92.3% | +91.6% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AMIX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling